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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
2701
Bivin & Associates
Oklahoma
$116K +$2.8K +9 +3%
KA
2702
Kozak & Associates
Colorado
$115K – – –
BWL
2703
Bogart Wealth LLC
Virginia
$115K +$934 +3 +0.9%
PPWM
2704
PFG Private Wealth Management
Florida
$114K – – –
SCA
2705
Sandy Cove Advisors
Massachusetts
$113K – – –
BDS
2706
Banco de Sabadell
Florida
$111K -$1.09M -3,495 -92%
LWA
2707
Lowe Wealth Advisors
Maryland
$111K – – –
WAM
2708
Worth Asset Management
Texas
$111K +$143K +459 New
RCC
2709
Red Cedar Capital
Nebraska
$109K – – –
IBOK
2710
Independence Bank of Kentucky
Kentucky
$105K – – –
DMBA
2711
Deseret Mutual Benefit Administrators
Utah
$103K +$2.8K +9 +3%
GA
2712
GoalVest Advisory
New York
$100K +$86.9K +279 New
PGAM
2713
Princeton Global Asset Management
New Jersey
$96K – – –
PB
2714
Pinnacle Bancorp
Nebraska
$95K – – –
HFA
2715
HC Financial Advisors
California
$92K +$70.1K +225 +750%
WAM
2716
Wolverine Asset Management
Illinois
$89K -$1.01M -3,252 -93%
MFT
2717
Moisand Fitzgerald Tamayo
Florida
$86K -$77.6K -249 -51%
AWM
2718
AllSquare Wealth Management
New York
$85K +$49.5K +159 +204%
NIC
2719
Northwest Investment Counselors
Oregon
$83K +$44.9K +144 +166%
COCM
2720
Charter Oak Capital Management
New Hampshire
$82K +$23.4K +75 +49%
CCMW
2721
Cypress Capital Management (Wyoming)
Wyoming
$81K – – –
LJHT
2722
Laurie J. Hall Trustee
$81K – – –
MGI
2723
MayTech Global Investments
New York
$80K – – –
TLCM
2724
Twin Lakes Capital Management
California
$80K – – –
MIFH
2725
Migdal Insurance & Financial Holdings
Israel
$79K -$42M -135,000 -100%
107 108
109
110 111